Billing Analyst I Salary at Hwmg BETA

Leads the annual planning process including developing financial tools and analyses and working with functional area leaders in refining their respective budgets into useful management tools. Analyze, identify and track key expense drivers in departments and programs to improve financial planning, cash flow forecasting, and provide key financial insights. Establishes personal standards of performance within broad framework of policy and objectives set by senior management. Assist VP, FP&A and Controller in creating planning and analysis function for the Finance Organization. Partner and coordinate with department heads and program teams as their finance business partner to help drive the planning and reporting cycles to ensure alignment and consistency with company strategy. Assist VP and Controller with treasury functions, including cash reporting, investment management, and deal valuation work. Acts as prime consultant on significant tasks that affect the organizations long-term goal

Job Description Job Description Financial Representative for Career Changers APPLICANTS MUST CURRENTLY LIVE IN HAWAI'I (Big Island, Oahu, Maui, Kauai) Remote accommodations available for neighbor island advisors Approved partner for DoD Skillbridge Program, Hiring Our Heros, etc. Job Summary: As a Financial Advisor, you will provide personalized recommendations to clients, helping them achieve their financial goals and secure their financial future. This role requires excellent analytical, communication, and customer service skills, however, prior financial services experience is not needed -- extensive training and licensing is provided. Bachelor’s degree from a four-year college or university Exceptional interpersonal and relationship building skills Experience in sales and client facing roles Proven ability to assess needs of clients and recommend appropriate solutions Goal and performance driven Ability to source clients through prospecting and networking Computer/technical literac

Job Description Under the direction of the Personal Trust Department Manager, this position will be responsible for the efficient administration of Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent. Provides relationship management skills, advice and guidance in the area of fiduciary administration. Provides a high level customer service to clients, attorneys, Certified Public Accountants, financial advisors and beneficiaries relating to these accounts. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Shares responsibility for soliciting, developing, managing and retaining client relationships for Personal Trust. Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Se

Job Description Under the direction of a Trust Tax manager/supervisor, the Trust Tax Officer I is responsible for ensuring timely and accurate tax compliance for all assigned accounts. Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Responsibilities Effectively prepares accurate tax returns including individual, corporate, partnership, non-profit, trust, estate and gift on a timely basis. Demonstrates a clear understanding of the federal, state, and local tax laws. Analyzes accounts for estimated income taxes and minimizes the amount of related underpayment penalties so they do not exceed the acceptable levels established by the Trust Tax Department. Maintenance of engagements including timekeeping, due date tracking, account set-up and account closing. Makes innov

Job Description Under the direction of the Director Wealth Management Risk & Chief Fiduciary Officer, this job is responsible for enhancing and proactively managing Bank of Hawaii's Wealth Management Compliance & Risk Management Program. Is responsible for consulting with business unit managers to ensure compliance management components are established and implemented for appropriate business functions across the company. Responsibilities Oversees the Bank's Wealth Management Compliance & Risk Management Program and ensures that the company is in compliance with all related laws and regulations. Directs the quality assurance review process that tests business unit compliance programs for adequacy. Directs the Fiduciary and Investment Compliance & Risk Management reviews and associated data reconciliation processes and shares the results of the quality assurance and Fiduciary and Investment Compliance & Risk Management reviews. Designs and performs risk assessments, quality assurance re

Look no further for a fulfilling career in Financial Services! At Tax and Financial Group (TFG), we are seeking individuals to embark on a rewarding career in financial advising that offers flexibility, independence, an unlimited earning potential and so much more! Here, our financial advisors are given the training, resources, and support they need to build their practice from the ground up. You have control over your path while having access to some of the sharpest minds in the financial services industry. Our first-class training program includes: Assistance obtaining industry licensing and registrations necessary. Mentorship and training by senior financial advisors, specialists, and a large broker dealer. Education to become an expert in the products and services we provide. Training on how to build your business through different resources and marketing avenues. Cutting edge industry resources and technology. Key Responsibilities: Conduct comprehensive financial assessments to un

Take your career as a Financial Advisor further with a diverse, reputable firm! Tax & Financial Group is an independently owned comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. Being a Financial Advisor at TFG: In this role, you will have the opportunity to join a firm of seasoned financial professionals and provide clients with financial planning and investment guidance, amongst other services. Financial Advisors at TFG enjoy a fulfilling career while empowering others to achieve their financial dreams. Since 1970, we have been dedicated to supporting Financial Advisors in building and growing successful practices and realizing their full potential. Through collaborative efforts and personalized guidance, we are committed to helping you advance to the next level in

Job Description Job Description At Hawaiian Properties, Ltd., our focus is on the unique needs of each one of our clients. We strive to offer the most professional service possible, with a special emphasis on quick response and attention to detail. We take seriously the legacy of trust from our founder Masayuki Tokioka and are committed to the values of fairness, honesty, responsiveness, and reliability which he demonstrated every day. Are you someone who can identify with the required skills of this role? Proven proficiency in learning new technology Outstanding written and oral communication skills Excellent time management skills and ability to be detail-oriented Proficiency in Microsoft Office applications (Word, Excel, Outlook) Adaptability and versatility Proven capability to review and analyze financial reports Familiarity with insurance in accordance with Association documents and legal requirements Grasp of contractual bidding processes Knowledge of proper meeting order Famili